Founder and Managing Member of Moore Wealth Management, David Moore has been in the insurance and financial management business since 1984. Before setting up his own advisory firm, Dave provided guidance in strategic and market planning for major public and private financial companies. Dave has served on the boards of directors for the Society of Insurance Research and the Independent Insurance Agents & Brokers of America. His broad experience gives him the necessary insight to advise his clients on the growth of their capital through sound financial planning.
For the last five years, Dave has been recognized as a Five Star Wealth Manager, an award given to fewer than 3% of the advisors in the state. *
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- Certified in Long-Term Care
- A Chartered Retirement Planning Counselor
- General Financial & Retirement Planning
- Risk Management (Life, Disability Income & Long-Term Care Insurances)
- Investment & Portfolio Management (Asset Allocation)